Brad Mcrae Ii Email and Phone Number
Brad Mcrae Ii work email
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Brad Mcrae Ii personal email
► HOW I LEAD: I value and foster collaboration, continuous growth, and motivation among my teams with a balance of pushing and pulling. I press those with relative clarity about their objectives and strengths to be aspirational and stay engaged. For others who are often overlooked, I find opportunities to help them bolster their hidden talents and step into the spotlight. ►WHAT I'M KNOWN FOR: I've been described as an engaging and thoughtful active listener, servant leader, and strong public speaker. I enjoy reshaping and presenting complex topics and concepts in a way that any audience can understand and support. I'm commended for my humility and am frequently asked for guidance on improving team communications by C-level leaders to present to their teams on building innovation and courage into their leadership styles. ► MY IMPACT: I lead a matrixed team to create high-quality scalable systems and tools that enable our branches across all 50 states and Canada to provide human-led, digitally enabled client Discovery. Through various systems, tools, and training, we equip our advisors to offer superior experiences to Edward Jones's seven million clients.For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Edward Jones
View- Website:
- edwardjones.com
- Employees:
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Principal- Financial Planning CapabilitiesEdward JonesSt. Louis, Mo, Us -
General Partner- Discovery, Financial Planning CapabilitiesEdward Jones Jan 2023 - PresentSt Louis, Missouri, United StatesI provide data-driven thought leadership, tools advocacy, training, and development resources to establish and champion a set of gold-standard Discovery protocols across our U.S. branch teams. My team is in charge of integrating systems and tools that improve the branch and client experience; we also track and measure the resulting business outcomes to keep improving. Our learning program content was the most viewed and widely used elective content for Edward Jones advisors and client team support members in 2023-24, with over 200,000 views. This is how we make a difference for our seven million North American clients. -
General Partner & Regional LeaderEdward Jones Oct 2020 - Dec 2022Cary, North CarolinaIn a dual role as regional manager and financial advisor, I support strategic direction, executive relations, branch operations, investment client service, and talent management. As the direct manager of two branch office administrators and the regional performance of ~60 branches across five metro communities, I foster an inclusive workplace culture and regularly advise senior leadership on DEI and human resources initiatives.
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Financial AdvisorEdward Jones Dec 2010 - Dec 2022Cary NcI continue to build and sustain a wealth management practice with 250+ client households by individually assess their financial needs, income, expenses, assets, short- and long-term objectives, and risk tolerance. -
Financial Service RepresentativeSuntrust Banks Apr 2008 - Aug 2010As the sole financial services representative in a branch with well over $25M AUC, I cultivated responsive customer relationships, supported sales and new business development, and assisted management in analysis and strategic initiatives.
Brad Mcrae Ii Skills
Brad Mcrae Ii Education Details
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North Carolina Central UniversityMarketing/Marketing Management, General
Frequently Asked Questions about Brad Mcrae Ii
What company does Brad Mcrae Ii work for?
Brad Mcrae Ii works for Edward Jones
What is Brad Mcrae Ii's role at the current company?
Brad Mcrae Ii's current role is Principal- Financial Planning Capabilities.
What is Brad Mcrae Ii's email address?
Brad Mcrae Ii's email address is br****@****nes.com
What schools did Brad Mcrae Ii attend?
Brad Mcrae Ii attended North Carolina Central University.
What are some of Brad Mcrae Ii's interests?
Brad Mcrae Ii has interest in Skiing, Coaching, Cycling, Golfing, Fishing.
What skills is Brad Mcrae Ii known for?
Brad Mcrae Ii has skills like Estate Consideration And Legacy Strategies, Portfolio Review, Strategic Planning, Asset Allocation, Financial Analysis, Portfolio Strategies, Life Insurance, Wealth Stategies, Retirement Planning, Asset Strategies, Leadership, Management.
Who are Brad Mcrae Ii's colleagues?
Brad Mcrae Ii's colleagues are Jeffers Jeffers, Kristen Packebush, Steve Carani, Klinton Kennedy, Tim Solon, Sandeepthi Balumuri, Don Weber.
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